How do I manage my credit box?

A well-defined credit box helps borrowers understand the types of deals you’re willing to fund and ensures you receive relevant inquiries. You can set up multiple credit boxes to reflect different execution types, property types or geographic areas. Here’s how to do it:

Step 1: Log in to Your Janover Pro Account

Go to janover.pro and log in with your credentials.
Once logged in, you’ll be directed to the main dashboard.

Step 2: Access the Credit Box Section

In the top right corner, click on Profile.
On the left-hand menu, click on Credit Box to open the credit box management page.

Step 3: Understanding Credit Boxes

Before creating or updating a credit box, consider how you want to structure your offerings:

You can have multiple credit boxes, each tailored to a specific execution type, region, or deal size.
If your terms and conditions are consistent across all locations and deal types, you can keep it simple with just one credit box.
However, if you offer different loan products based on geography, loan type, or other criteria, consider creating separate credit boxes for each category.

Step 4: Create or Edit a Credit Box

To add a new credit box, click “Add Credit Box” on the right side.
To edit an existing credit box, click “Edit” on the credit box you want to edit.
Enter the following details as accurately as possible:
- Loan Amount Ranges: Specify the minimum and maximum funding amounts.

- Property Types: Select the types of properties you’re interested in funding (e.g., multifamily, retail, office).

- Execution Types: Define the loan products you offer (e.g., bridge loans, permanent financing, construction loans).

- Geographic Preferences: Indicate the states or regions you’re willing to lend in. You can drill down to the county level.

📌 Tip: The more specific and accurate you are, the more targeted and relevant your leads will be.

Step 5: Save Your Credit Box

Once you’re satisfied with the information you’ve entered, click “Save”.
Your credit box will be immediately updated and visible to borrowers searching for funding that matches your criteria.

Final Tips

Be Specific: Clearly define loan ranges, property types, execution types and regions to attract the right borrowers.
Stay Organized: Keep track of your credit boxes and ensure each one accurately reflects your current offerings.
Update Regularly: As market conditions or your funding focus changes, adjust your credit boxes to stay relevant. We recommend updating your credit boxes at least quarterly.

Need further assistance or have questions about setting up credit boxes? Contact support at support@pro.janover.co.

We’re here to help you make the most of your Janover Pro experience.